Specializing in bringing together all components necessary for long term business growth,
profitability and success; and ensuring
that they are working in harmony.

Answer the survey for larger business

For businesses generating between $10M - $100M in annual revenue

1. Do you have an updated business strategy, which is applicable to your company’s current challenges and long-term strategies?
Yes No

2. Are your objectives meeting these strategies?
Yes No

3. How recently have you updated who your competitors are, and how do you measure up to them?

4. How prepared are you for navigating through a future recession?
Excellent Fair Poor

5. Have you conducted a recent business valuation?
Yes No

6. Do you believe that the majority of your employees are happy to be working for your organization and committed to your company’s long-term objectives?
Yes No

7. How high is your employee retention level?
High Medium Low

8. Is this retention level what you would like to maintain, or would you prefer turnover solutions?
Maintain Turnover solutions Other

9. Have you conducted a customer survey recently? If so, are they telling you that you are providing them with the kind of products and services they thought that they would be receiving?
Yes No

10. Does your current brand marketing strategy reflect this impression?
Yes No

11. Would you prefer that your customers do most of the marketing for you, thus saving your company investment for capital improvements?
Yes No

12. Do you have a competent business attorney who can advise you on protecting you in your business expansion?
Yes No

13. Is your internet and telecommunications team keeping your company up to date with the latest necessary technologies and systems designed to meet your growth?
Yes No

14. Is your internet security up to date and meeting all requirements?
Yes No

15. Is your business plan consistent with your personal goals?
Yes No

16. Are you interested in seeking additional outside investment?
Yes No

17. Have you recently submitted a business plan to investors?
Yes No

18. How effective would you say is your current advertising campaign and is it reaching your targeted audience?
Effective and engaging Not effective or engaging

19. Are you interested in growing locally, regionally, nationally or internationally?
Locally Regionally Nationally Internationally

20. Do you currently have a competent business adviser, or consultancy working with you?
Yes No

21. If so, are they focusing on only 1 – 3 components designed to help you expand?
Yes No

22. Would you benefit from a strategic adviser who has a vetted team of partners i.e.: Legal, CPA, Financial Planning, PEO/Benefits, Business Brokers, Web Developers, Internet Security, Funding and key specific expertise for your brand and marketing needs?
Yes No

23. Would you be interested in working with a service that takes a holistic approach to all facets of your business?
Yes No

24. Are you interested in long-term business strategies designed to position your company for future funding as well as positioning you for an M&A?
Yes No

25. Your Business sector is ____ :

26. Number of employees :
20-100 Up to 500 Up to 1000 More than 1000

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